Covenant Multifamily Offices’s Box BOX Stock Holding History

Covenant Multifamily Offices’s Portfolio BOX Stock Details BOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,000	Closed	-$21K	–	62
2017 Q4	$21K	Buy	+1,000	New	+$21.1K	0.01%	90

Other funds holding BOX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Covenant Multifamily Offices's BOX Position: Q1 2018 in Review

Covenant Multifamily Offices sold out of Box (BOX) in Q1 2018, closing a stake of 1,000 shares — an estimated $21K sold.

Covenant Multifamily Offices first reported a position in BOX in Q4 2017 and held it in 1 quarter. The position peaked at $21K in Q4 2017. 209 funds tracked by Wall St. Rank hold BOX as of Q1 2018.

Covenant Multifamily Offices reported no remaining Box position as of Q1 2018 after selling out during the quarter.
Covenant Multifamily Offices sold 1,000 Box shares in Q1 2018, an estimated $21K.
Covenant Multifamily Offices first reported a position in Box in Q4 2017 and held it in 1 quarter.
Covenant Multifamily Offices's Box position peaked at $21K in Q4 2017.
209 funds tracked by Wall St. Rank held Box as of Q1 2018.

Based on Covenant Multifamily Offices's 13F filing for Q1 2018, filed 23 Apr 2018.